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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,579 | $64,176+20.9% | $112,263-30.9% | $66,949+15.9% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -16.21% | -13.80%-2.4pp | 27.49%-43.7pp | 1.57%-17.8pp |
| Employer contribution / active EE | $22,975 | $3,007+664.1% | $3,636+531.9% | $2,545+802.6% |
| Participant deferral / active EE | $1,726 | $3,694-53.3% | $4,729-63.5% | $4,239-59.3% |
| Admin fee / account holder | $0 | $626-100.0% | $6,410-100.0% | $594-100.0% |